IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.58B
2
CSA
Cottage Street Advisors
Massachusetts
$912M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.61B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.11B

Top Sellers

1
Citigroup
Citigroup
New York
$19M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$115M
3
HNB
Huntington National Bank
Ohio
$149M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$53.8M
5
BlackRock
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
351
Advisory Services Network
Georgia
$12.4M +$1.34M +27,625 +12%
DA
352
Drake & Associates
Wisconsin
$12.3M -$63.1K -1,305 -0.5%
CWA
353
Core Wealth Advisors
Florida
$12.2M +$179K +3,695 +1%
TWP
354
Tower Wealth Partners
Pennsylvania
$12.2M +$161K +3,335 +1%
LPAM
355
Lodestar Private Asset Management
California
$12.1M +$12.1M +250,115 New
HP
356
Hilltop Partners
Indiana
$12.1M +$12.1M +249,375 New
NA
357
NewEdge Advisors
Louisiana
$12M +$1.03M +29,240 +9%
Bank Julius Baer & Co
358
Bank Julius Baer & Co
Switzerland
$12M +$12M +247,870 +41,312%
CB
359
Community Bank
New York
$12M +$1.82M +37,545 +18%
TCOV
360
Trust Company of Vermont
Vermont
$12M +$11.6K +240 +0.1%
AMG
361
Asset Management Group
Connecticut
$11.9M +$87.6K +1,810 +0.7%
LIM
362
Leavell Investment Management
Alabama
$11.9M +$348K +7,195 +3%
B
363
Bailard
California
$11.9M -$291K -6,005 -2%
BWP
364
BSW Wealth Partners
Colorado
$11.8M -$440K -9,090 -4%
MSA
365
Marino Stram & Associates
Massachusetts
$11.7M +$103K +2,125 +0.9%
PIC
366
Platt Investment Counsel
Florida
$11.7M +$1.86M +38,480 +19%
SQA
367
Simon Quick Advisors
New Jersey
$11.7M -$186K -3,855 -2%
MWM
368
Marietta Wealth Management
Georgia
$11.7M +$134K +2,765 +1%
CWM
369
Castle Wealth Management
Florida
$11.6M -$7.02K -145 -0.1%
IF
370
Ironwood Financial
Arizona
$11.6M +$57.1K +1,180 +0.5%
CT
371
Cambridge Trust
Massachusetts
$11.5M -$201K -4,160 -2%
UWPG
372
Ullmann Wealth Partners Group
Florida
$11.5M +$164K +3,400 +1%
CA
373
Centerpoint Advisors
Massachusetts
$11.5M -$1.15M -23,685 -9%
AWM
374
AAF Wealth Management
Massachusetts
$11.5M -$85.6K -1,770 -0.7%
CGA
375
Crescent Grove Advisors
Illinois
$11.5M +$654K +13,525 +6%
13 14
15
16 17